SUCCESS STORY

Financial Services
Cloud in one of the world's largest digital platforms

ília implemented Salesforce Financial Services Cloud and CRM Analytics for a financial services giant. The solution centralized the 360° view of portfolios, increasing advisors' productivity to serve R$ 30 billion in assets with scale and retention.

Salesforce
CRM
360º View

Results

Scalable management for more than 2 million clients and R$ 30 billion in assets

Productivity increase through reduced average response time of advisors

Improved customer retention through proactive and targeted service

Dynamic dashboards in CRM Analytics with real-time insights on portfolios

Overview

One of the world’s largest digital platforms joined ília to transform its investment advisory into a 100% digital operation. Using Salesforce Financial Services Cloud and CRM Analytics, we developed a portfolio visualization model and agile advisory workflows, centralizing client data and empowering advisors to manage more than R$ 30 billion in assets with maximum precision.

The challenges

Decentralized operations and fragmented client portfolio data.
Slow average service times due to having to query multiple systems.
Lack of a unified 360° view for proactive investor monitoring.
Difficulty for managers in tracking team performance metrics in real time.

Journey
and solutions

We started with a 3-week Product Discovery and POC to demonstrate the value of Financial Services Cloud. We designed a scalable architecture and migrated client and portfolio data to the new platform. We integrated omnichannel features and created dashboards in CRM Analytics focused on priority accounts, continuously validating usability with the team to ensure rapid adoption.

What did we deliver?

Product Discovery facilitation and development of a POC validated in 3 weeks.
Salesforce Financial Services Cloud implementation with a 360° client view.
Centralized migration and integration of client data and investment portfolios.
Dashboards in CRM Analytics for performance tracking and high-value accounts.

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